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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Using calculated fields

Calculated fields were introduced with Dynamics CRM 2015. The purpose of these fields is to provide automatically calculated field values based on other existing firm field values. Before version 2015, we used a lot of customization to generate this behavior. In addition, all change requests involved reaching out to the development team again and processing a change request, as well as the associated hoops.

Calculated fields bring the ease and usability found in Excel to Dynamics CRM. The process also does not require a developer anymore, and any Power user with permission to edit the system can create these fields. as well as rollup fields, which will be described next.

To create a calculated field, you create a field in a solution just like you would any other customization. On the Field properties form, look for the calculated or rollup definition. From the dropdown, select + Calculation. Once you make this selection, a rules definition window will pop up, as...

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